It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Five Most Overlooked Tax Deductions Five overlooked tax deductions to help manage your tax bill. Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.